Sayona Mining Ltd (SYAXF)

[tikotiko]

IQ and the Quebec government, which did not change after the election, must love Sayona’s commitment to refine. It is nice to know that they are requiring refined lithium by 2026. Piedmont can only play delay tactics for so long to gets its dirt cheap spodumene, and realize that carbonate and eventually hydroxide will do better for them. I am ok with Piedmont receiving spodumene for a while, but Sayona should try to transition to refined lithium ASAP (well before 2026 if possible). Being a small company may delay things a bit, but Sayona has plenty of personnel with previous mining/processing experience in both NAL and Altura.